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Wealth advisors failing consumers on ESG

Wealth advisers risk failing investors on suitability by not using technology appropriately to measure ESG preferences and being caught up in the ‘green rush’, behavioural finance experts Oxford Risk warns.

/wealth

D1g1t adds three execs to US leadership team

d1g1t, Inc., the first provider of an enterprise wealth management platform powered by institutional-grade analytics and risk management tools, today announced that it has added three U.S.-based senior leaders, moves that will allow the company to continue to build on its rapid growth trajectory.

/wealth

ADDX launches private market services for wealth managers

Wealth managers can now introduce more of their end-investors to the world of private investments through a newly-launched institutional service on digital securities exchange ADDX. Corporate treasuries and family offices can also take part in the space via a corporate service to diversify their portfolios through private market products.

/wealth

Unifimoney raises $10m for digital wealth management platform

Today, Unifimoney Inc., a turnkey digital wealth management platform for Community Banks and Credit Unions, announced a $10m Seed round.

/wealth

WeLab appoints Bruno Lee as wealth management advisor

WeLab, a leading pan-Asian fintech platform, announced the appointment of Bruno Lee as Advisor.

/wealth

Finmarie launches investment app for women

finmarie, the Berlin-based financial startup, launched its own app today, aiming to motivate women in particular to master the topic of investment.

/wealth

Novobanco goes live on digital wealth platform from Objectway

Objectway, a global top 100 wealth, banking & asset management software provider, have partnered with novobanco enabling the leading Portuguese bank to provide an advanced financial advisory experience through a digital advisory platform, including goal-based investment planning, advice execution and risk optimised model portfolio creation.

/wealth

Zaggle to offer investment products via Tata Capital’s Moneyfy platform

Zaggle, a profitable SaaS FinTech company and a pioneer in digitizing business spends, partners with Tata Capital’s digital wealth management platform – Moneyfy.

/wealth

ViewTrade launches advisor platform

Orbis Systems, Inc., a subsidiary of ViewTrade Holding Corp. and leading fintech company, announces the launch of OneView, an all-in-one advisory platform.

/wealth

Royal Bank of Canada to acquire Brewin Dolphin

Royal Bank of Canada ("RBC") today announced that, subject to Brewin Dolphin Holdings PLC ("Brewin Dolphin") shareholder approval and receipt of all regulatory approvals, RBC is acquiring Brewin Dolphin.

/wealth

Robinhood unveils Cash Card

Investing can be a powerful way to build wealth, but for many people, it can feel out of reach. That’s why we’re introducing the Robinhood Cash Card to help a new generation start their investing journey—and get rewarded—while spending on the things they need and love.

/wealth

InvestCloud works with Oppenheimer on digital wealth platform

Oppenheimer & Co. Inc. (“Oppenheimer”) – a leading investment bank, wealth manager, and a subsidiary of Oppenheimer Holdings (NYSE: OPY) – today announced the launch of the Investor Gateway, an interconnected and intuitive wealth management technology platform.

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